| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NUANCE INVESTMENTS, LLC | 211,765 | 25,317,000 | 17.29% | ||
| 2 | DAVIS R M INC | 167,989 | 20,083,000 | 13.71% | ||
| 3 | NICHOLS & PRATT ADVISERS LLP /MA | 154,670 | 18,487,000 | 12.62% | ||
| 4 | WINDWARD CAPITAL MANAGEMENT CO /CA | 94,660 | 11,317,000 | 7.73% | ||
| 5 | PRIO WEALTH LIMITED PARTNERSHIP | 92,567 | 11,066,000 | 7.56% | ||
| 6 | GRANDFIELD & DODD, LLC | 71,690 | 8,571,000 | 5.85% | ||
| 7 | FORBES J M & CO LLP | 54,091 | 6,467,000 | 4.42% | ||
| 8 | ZEVIN ASSET MANAGEMENT LLC | 50,663 | 6,057,000 | 4.14% | ||
| 9 | HEADINVEST, LLC | 43,972 | 5,257,000 | 3.59% | ||
| 10 | Patriot Wealth Management, Inc. | 38,288 | 4,577,000 | 3.12% | ||
| 11 | World Asset Management Inc | 30,955 | 3,700,000 | 2.53% | ||
| 12 | Mendel Money Management | 28,733 | 3,435,000 | 2.35% | ||
| 13 | GAMBLE JONES INVESTMENT COUNSEL | 23,464 | 2,805,000 | 1.92% | ||
| 14 | NewFocus Financial Group, LLC | 21,695 | 2,594,000 | 1.77% | ||
| 15 | KCM INVESTMENT ADVISORS LLC | 21,115 | 2,524,000 | 1.72% | ||
| 16 | FIDGEON TIMOTHY F | 16,589 | 1,983,000 | 1.35% | ||
| 17 | GARDNER RUSSO & QUINN LLC | 11,575 | 1,384,000 | 0.94% | ||
| 18 | Geneva Advisors, LLC | 9,649 | 1,154,000 | 0.79% | ||
| 19 | RiverPark Advisors, LLC | 8,888 | 1,063,000 | 0.73% | ||
| 20 | THOMAS STORY & SON LLC | 7,296 | 872,000 | 0.60% | ||
| 21 | Notis-McConarty Edward | 7,085 | 847,000 | 0.58% | ||
| 22 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6,930 | 828,000 | 0.57% | ||
| 23 | Hemenway Trust Co LLC | 6,168 | 737,000 | 0.50% | ||
| 24 | GRIFFIN ASSET MANAGEMENT, INC. | 5,136 | 614,000 | 0.42% | ||
| 25 | Birch Hill Investment Advisors LLC | 4,636 | 554,000 | 0.38% | ||
| 26 | Crestwood Advisors Group, LLC | 4,538 | 543,000 | 0.37% | ||
| 27 | RONALD BLUE & CO LLC | 4,243 | 507,000 | 0.35% | ||
| 28 | Azimuth Capital Management LLC | 4,200 | 502,000 | 0.34% | ||
| 29 | EVERETT HARRIS & CO /CA/ | 3,911 | 468,000 | 0.32% | ||
| 30 | CRAWFORD INVESTMENT COUNSEL INC | 3,610 | 432,000 | 0.29% | ||
| 31 | KLCM Advisors, Inc. | 2,759 | 330,000 | 0.23% | ||
| 32 | S&CO INC | 2,420 | 289,000 | 0.20% | ||
| 33 | Kimelman & Baird, LLC | 2,380 | 285,000 | 0.19% | ||
| 34 | Bollard Group LLC | 2,190 | 262,000 | 0.18% | ||
| 35 | CATAWBA CAPITAL MANAGEMENT /VA | 1,983 | 237,000 | 0.16% | ||
| 36 | Camelot Portfolios, LLC | 1,893 | 226,000 | 0.15% | ||
| 37 | SOMERVILLE KURT F | 700 | 84,000 | 0.06% | ||
| 38 | QCI ASSET MANAGEMENT INC/NY | 81 | 10,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
